Customized Performance Dashboard Analytics

How financial advisors can customize analytics without the use of expensive software Many financial advisors and investors use performance measures.

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How financial advisors can customize analytics without the use of expensive software Many financial advisors and investors use performance measures. But, because software or subscriptions services can be very expensive, few advisors and even fewer investors can achieve the full potential benefits that a well-designed and implemented portfolio management system can offer. That's all changed thanks to Customized Performance Dashboard Analytics + Web site: How to Create Your Own Risk and Return Management Tools Using Excel. Straightforward and highly accessible, this timely resource assists readers in developing a comprehensive system to maintain their own custom benchmarks and to calculate portfolio statistics.
The book * Describes how to use Excel to manage asset allocation, risk, and track returns * Details how to calculate metrics in real time * Provides information on measuring performance using Sharpe and Treynor ratios, Alpha as well as a diverse suite of other metrics * Includes companion web site that offers sample spreadsheets and templates Once available only to those who could afford expensive software or data feeds, Customized Performance Dashboard Analytics + Web site allows anyone with Excel to perform sophisticated portfolio analysis.